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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Finario is an enterprise Capex software that connects your people, projects and systems to provide a unified view of all capital investment activity and options. It enables industrial companies globally to accelerate decision making, drive faster growth and generate higher profits. From the smallest request to the largest project, and for every Capex phase or use case, Finario’s industry leading solution delivers a transformative approach to capital expenditure planning and management by streamlining and automating the complete investment lifecycle from initial project requests to performance tracking. planning agility and accuracy, and maximize investment potential. The platform offers a robust, project-centric architecture to efficiently plan, budget, approve, and forecast capital investments through a unified interface. The system consolidates essential capital planning data points, including project details, financial metrics, approval workflows, and compliance requirements. Moreover, leveraging its built-in financial intelligence, the platform processes this complex information to provide comprehensive visibility into the entire capital planning lifecycle while dramatically reducing or eliminating manual intervention. Finario's platform features flexible deployment options and seamless integration capabilities with existing finance technology stacks, creating a connected capital planning ecosystem that eliminates spreadsheet chaos and ensures data consistency. Its cloud-based SaaS architecture enables rapid implementation without significant IT involvement, while business users can act as administrators to manage approval routes and account settings.

Description

Plan-It is your go-to solution for developing exceptional capital improvement plans! With this cost-effective capital planning software, you can streamline the preparation of your CIP, leading to an enhanced final product. Whether you’re embarking on your first CIP or seeking to improve your existing workflow, Plan-It will significantly reduce the time and effort required. Just reach out to express your interest, and we will provide you with sample reports along with a link to download the software for a complimentary 90-day trial. For those who prefer not to navigate the demo independently, we can also schedule a one-hour WEB SEMINAR, allowing you and your team members involved in the CIP process to experience a guided demonstration online. The software is user-friendly, simple to install, and incredibly affordable, with licenses beginning at just $995. It's suitable for both individual users and multiple departments, making it an invaluable tool for analyzing funds and cash flow, as well as monitoring project expenditures efficiently. By choosing Plan-It, you're not just investing in software; you're investing in a smarter way to manage your capital improvement plans.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Infor CloudSuite ERP Yes 
JD Edwards EnterpriseOne Yes 
Kyriba Yes 
Microsoft Dynamics 365 Yes 
Microsoft Dynamics 365 Business Central Yes 
Microsoft Entra ID Yes 
Okta Yes 
OneLogin Yes 
Oracle Analytics Cloud Yes 
Oracle Business Intelligence (OBIEE) Yes 
Oracle Fusion Cloud ERP Yes 
Oracle Hyperion Planning Yes 
Oracle PeopleSoft Yes 
Procore Yes 
SAP Analytics Cloud Yes 
SAP Ariba Yes 
SAP BW/4HANA Yes 
SAP Business One Yes 
SAP HANA Cloud Yes 

Integrations

Infor CloudSuite ERP No 
JD Edwards EnterpriseOne No 
Kyriba No 
Microsoft Dynamics 365 No 
Microsoft Dynamics 365 Business Central No 
Microsoft Entra ID No 
Okta No 
OneLogin No 
Oracle Analytics Cloud No 
Oracle Business Intelligence (OBIEE) No 
Oracle Fusion Cloud ERP No 
Oracle Hyperion Planning No 
Oracle PeopleSoft No 
Procore No 
SAP Analytics Cloud No 
SAP Ariba No 
SAP BW/4HANA No 
SAP Business One No 
SAP HANA Cloud No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$975 one-time payment
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Finario

Founded

2011

Country

United States

Website

www.finario.com

Vendor Details

Company Name

Strategic Insights

Founded

1995

Country

United States

Website

www.cipsoftware.com

Product Features

Budgeting

"What If" Scenarios Yes 
Asset Planning Yes 
Balance Sheet No 
Capital Asset Planning Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger No 
Income Statements No 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 
Project Budgeting Yes 
Run Rate Tracking No 
Version Control Yes 

Product Features

Government

Budgeting & Forecasting Yes 
Code Enforcement No 
Compliance Management No 
Fixed Asset Management Yes 
Inventory Management No 
License Issuance No 
Permit Issuance No 
Purchasing & Receiving No 
Self Service Portal No 
Taxation & Assessment No 
Utility Billing No 
Work Order Management No 

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